Wealth Planner for Ultra High Net Worth Clients

To apply or find out more, please contact Leong Jia Wei (Reg No: R ) on WhatsApp or email (HIDDEN TEXT)
I also carry more Junior and Senior variants of this role please browse our Company Page to find out more. (Mid-Senior Level | Team Leadership & Advisory Growth) NB. This role is a Commission-based role the Salary Range I included is an average approximate based on past teammates' earnings. Overview We are looking for an experienced Wealth Planner specialising in Ultra High-Net-Worth (UHNW) clients, with a strong background in philanthropic advisory. This role is suited for a seasoned professional who brings an established client portfolio and a proven ability to deliver highly customised wealth solutions. You will play a key role in advising affluent individuals and families on wealth preservation, legacy planning, and charitable giving, while integrating your existing client base into the firm's platform. Key Responsibilities Build, manage, and grow relationships with UHNW cl...